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iShares MSCI USA Min Vol Factor ETF
USMV

Overview Fund Activity

327 hedge funds and large institutions have $6.67B invested in iShares MSCI USA Min Vol Factor ETF in 2016 Q4 according to their latest regulatory filings, with 55 funds opening new positions, 91 increasing their positions, 149 reducing their positions, and 35 closing their positions.

Holders
327
Holders Change
+15
Holders Change %
+4.81%
% of All Funds
8.19%
Holding in Top 10
65
Holding in Top 10 Change
-8
Holding in Top 10 Change %
-10.96%
% of All Funds
1.63%
New
55
Increased
91
Reduced
149
Closed
35
Calls
$10.2M
Puts
$7.21M
Net Calls
+$2.95M
Net Calls Change
-$495K

Top Buyers

1
Citigroup
1
Citigroup
New York
$241M
2
Northwestern Mutual Wealth Management
2
Northwestern Mutual Wealth Management
Wisconsin
$65M
3
BS
3
Banco Santander
Spain
$30.4M
4
CPO
4
Cerity Partners OCIO
New York
$30.1M
5
Bessemer Group
5
Bessemer Group
New Jersey
$19.6M

Top Sellers

1
Bank of America
1
Bank of America
North Carolina
$1.03B
2
SAS
2
Sage Advisory Services
Texas
$0
3
Royal Bank of Canada
3
Royal Bank of Canada
Ontario, Canada
$41.9M
4
Wells Fargo
4
Wells Fargo
California
$336M
5
Morgan Stanley
5
Morgan Stanley
New York
$384M
Name Market Value Shares Shares
Change 		Shares
Change %
TCM
51
TD Capital Management
Tennessee
$23.2M 513,524 -5,067 -1%
Stifel Financial
52
Stifel Financial
Missouri
$22.1M 489,751 +28,216 +6%
BlackRock
53
BlackRock
New York
$21.5M 476,179 +163,990 +53%
Janney Montgomery Scott
54
Janney Montgomery Scott
Pennsylvania
$21.1M 466,137 -33,010 -7%
EK
55
Evensky & Katz
Florida
$21M 463,381 +11,611 +3%
EC
56
Estate Counselors
Wisconsin
$20.2M 447,370 +37,620 +9%
LWA
57
Lowe Wealth Advisors
Maryland
$19.7M 436,008 -5,166 -1%
Bessemer Group
58
Bessemer Group
New Jersey
$19.6M 432,610 +419,830 +3,285%
Fidelity Investments
59
Fidelity Investments
Massachusetts
$19.5M 432,291 +44,739 +12%
FDCC
60
Foster Dykema Cabot & Co
Massachusetts
$19.2M 424,475 +172,522 +68%
USAA
61
United Services Automobile Association
Texas
$18.2M 402,470 -848,700 -68%
TF
62
Tompkins Financial
New York
$18.1M 400,625 -4,359 -1%
N
63
Natixis
France
$18.1M 400,000 – –
SCM
64
Stonehearth Capital Management
Massachusetts
$17.5M 387,353 -11,257 -3%
BTS
65
BB&T Securities
Virginia
$17.5M 384,893 – –
REMPR
66
Roof Eidam Maycock Peralta (REMP)
California
$17.1M 377,185 -2,430 -0.6%
HFA
67
High Falls Advisors
New York
$15.6M 345,608 -248,130 -42%
LTFS
68
Ladenburg Thalmann Financial Services
Florida
$15.4M 340,236 -18,058 -5%
SFA
69
Stewardship Financial Advisors
Georgia
$14.9M 330,132 +8,834 +3%
CIA
70
Choate Investment Advisors
Massachusetts
$14.4M 317,723 -54,192 -15%
Lido Advisors
71
Lido Advisors
California
$14.1M 312,688 +19,862 +7%
SGAM
72
Steinberg Global Asset Management
Florida
$14.1M 311,383 +5,796 +2%
LFAS
73
Level Four Advisory Services
Texas
$14M 310,395 +310,395 New
CAL
74
Capital Advisors Ltd
Ohio
$13.9M 307,546 +5,478 +2%
ACP
75
Arcus Capital Partners
Georgia
$13.8M 305,732 -82,350 -21%
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